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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,124 | $77,416-3.0% | $69,464+8.1% | $152,897-50.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.44% | 39.08%-25.6pp | 28.98%-15.5pp | 345.43%-332.0pp |
| Employer contribution / active EE | $4,153 | $3,315+25.3% | $2,779+49.4% | $4,764-12.8% |
| Participant deferral / active EE | $2,819 | $4,413-36.1% | $3,536-20.3% | $5,851-51.8% |
| Admin fee / account holder | $35,144 | $6,208+466.1% | $3,840+815.1% | $11,599+203.0% |